Teamworks, Inc.


  • Xero Migration


    Xero Migration
  • Gold champion partner

    Partner status

    Gold champion partner
  • Partner since 2012


    Partner since 2012
  • Xero advisor certified


    Xero advisor certified

About us

We let you focus on your business while we handle your finance department needs.

We adapt to emerging technologies and are here to be your accounting function in the cloud – let us remove the burden and do it all. It’s not just about having technology; it’s the use of the technology that really matters. Utilizing cloud-based software such as Xero, we will provide you with the freedom to focus on your business, access real-time information and analysis, and the advice of our experts. When you engage Teamworks, you gain a partner who will collaborate with you in your business growth. We look forward to being part of your exciting journey.


  • Association of Certified Fraud Examiners
  • American Institute of CPAs
  • Institute of Management Accountants
  • California Society of CPAs

Teamworks, Inc.: Bank experience

Clients of Teamworks, Inc. connect to a range of banks via Xero. Teamworks, Inc. specialises in working with some of those banks; they can help with setting up bank feeds, and are knowledgeable about accessing bank loans and streamlining payments through Xero.

Bank connections

  • American Express (US)
  • Bank of America (US)
  • Brex (US)
  • Capital One (US)
  • Chase Bank (US)
  • PayPal
  • Relay Financial
  • Stripe
  • Wells Fargo (US)
  • Wise Business

Teamworks, Inc.: Industry experience

Teamworks, Inc. works with businesses across a range of industries. They specialise in helping to choose apps that integrate with Xero to boost business performance for some of those industries.

Industries Served

  • Construction and trades
  • Education
  • Marketing, advertising and consulting
  • Professional services
  • Retail

Teamworks, Inc. : App experience

Teamworks, Inc. serves clients who use 6 different apps that connect and integrate with Xero.

Connected apps

New to Xero? Teamworks, Inc. can help

Xero is beautiful online accounting software for smaller businesses. Teamworks, Inc. can help make your switch as smooth as possible.

Contact them to find out how they can help your business.

  • 6 Years Xerocon Attendance ?
    The firm shows a commitment to Xero and to professional development by having one or more of their people attend Xerocon, Xero’s annual global conference, for the number of years shown.
  • Partner since 2012
Please note, Xero doesn't guarantee the service of any one advisor

We don’t review advisor listings and we don’t recommend or guarantee the service provided by any one advisor, so make sure you check them out yourself and get comfortable with them yourself.

Xero certification means that some or all team members have completed courses and been assessed by Xero as proficient in the use of the Xero application.

Xero specialisation means that some or all team members have completed several short learning modules to develop skills in that area.

Xero doesn’t assess any individual advisor’s or firm’s proficiency as an accountant, bookkeeper or financial advisor. And Xero certified advisors and advisors with industry or bank specialisations are not employees of Xero.